Boca Raton, FL North Military Trail Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

62

Of 23,178 advisors across 1,024 offices

Location

1801 North Military Trail, Suite 300

Boca Raton FL 33431

Advisors at this office

62

Advisors at this office

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Michele N

Series 66

Boca Raton, FL

Morgan Stanley

Michele Novoth is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Denise L

Series 63, Series 66

Boca Raton, FL

Morgan Stanley

Denise Libow is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Noelle N

Series 66

Boca Raton, FL

Morgan Stanley

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

General estate planning guidance
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Rj M

Series 66

Boca Raton, FL

Morgan Stanley

Rj Malcampo is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was employed by Nasco Middle East Insurance Brokers Inc. from 2014 to 2018. Outside of financial advising, he is the sole member of Continuing Education Support LLC, a marketing business for online education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

General estate planning guidance
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Beth G

Series 63

Boca Raton, FL

Morgan Stanley

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
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Mayra Alejandra U

Series 63, Series 66

Boca Raton, FL

Morgan Stanley

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and financial planning services.

General estate planning guidance
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Robin H

CFA®, Series 66

Boca Raton, FL

Morgan Stanley

Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Morgan Stanley in Boca Raton, FL, having joined in 2025 after roles at OSAIC, Securities America Advisors, and other financial and real estate firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Trudy G

Series 66

Boca Raton, FL

Morgan Stanley

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

General estate planning guidance
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David G

Series 66

Boca Raton, FL

Morgan Stanley

David Gross is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment committee analyses.

General estate planning guidance
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Michael P

Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Michael Passeroff is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He serves on the board of the Palm Beach County Sheriff's Foundation, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Stephen H

CFP®, Series 66

Boca Raton, FL

Morgan Stanley

Stephen Hatker is a Certified Financial Planner® (CFP®) with 13 years of industry experience. He is currently with Morgan Stanley, having worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

General estate planning guidance
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Mark R

CFP®, Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Mark Ryan is a CFP® professional with 38 years of industry experience, currently serving at Morgan Stanley in Boca Raton, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Joshua D

Series 66

Boca Raton, FL

Morgan Stanley

Joshua Davila is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Winchester Savings Bank and Bentley University, as well as teaching positions at Marjory Stoneman Douglas High School and Westglades Middle School. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and investment strategies.

General estate planning guidance
user avatar

Denise K

Series 63

Boca Raton, FL

Morgan Stanley

Denise Kennedy is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She previously worked at Merrill from 1992 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, using structured discovery conversations and proprietary planning tools to support client goals.

General estate planning guidance
user avatar

Anne P

Series 63

Boca Raton, FL

Morgan Stanley

Anne Plocker is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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